All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JEPI vs. QQQI vs. SPY vs. QQQ vs. PDI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Tue 2024-01-30💬 to Fri 2026-08-14 Overall
Return 		Exponential
Trendline
JEPI × 		+16.56%
+6.22%/yr 		+5.02%/yr
R2=0.678
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI × 		+47.44%
+16.53%/yr 		+16.15%/yr
R2=0.894
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY × 		+50.27%
+17.41%/yr 		+14.93%/yr
R2=0.879
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ × 		+60.68%
+20.54%/yr 		+19.01%/yr
R2=0.859
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PDI × 		+9.66%
+3.70%/yr 		+5.73%/yr
R2=0.505
PIMCO Dynamic Income Fund NYSE Mutual Fund

Growth of $10,000 Summary

Tue 2024-01-30💬 to Fri 2026-08-14 Start
Value 		End
Value
JEPI × 		$10,000.00
2024-01-30 		$11,655.78
2026-08-14
QQQI × 		$10,000.00
2024-01-30 		$14,743.85
2026-08-14
SPY × 		$10,000.00
2024-01-30 		$15,027.10
2026-08-14
QQQ × 		$10,000.00
2024-01-30 		$16,067.68
2026-08-14
PDI × 		$10,000.00
2024-01-30 		$10,966.38
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
JEPI × 		+3.00% +7.41%
QQQI × 		+8.99% +15.37%
SPY × 		+10.93% +17.75%
QQQ × 		+15.62% +22.56%
PDI × 		−4.53% −7.63%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
JEPI × 		−1.31%
on 2026-08-14
from 2026-02-27 peak 		−14.46%
on 2025-04-08
from 2024-11-29 peak
QQQI × 		−0.89%
on 2026-08-14
from 2026-06-15 peak 		−20.36%
on 2025-04-08
from 2025-02-19 peak
SPY × 		−0.21%
on 2026-08-14
from 2026-08-13 peak 		−19.12%
on 2025-04-08
from 2025-02-19 peak
QQQ × 		−1.70%
on 2026-08-14
from 2026-06-02 peak 		−23.54%
on 2025-04-08
from 2024-12-16 peak
PDI × 		−11.81%
on 2026-08-14
from 2025-10-09 peak 		−14.55%
on 2025-04-07
from 2025-03-21 peak

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
JEPI × 		+7.41% +12.71%
+6.16%/yr 		+21.17%
+6.61%/yr 		+17.39%
+3.26%/yr 		—
QQQI × 		+15.37% +39.71%
+18.20%/yr 		— — —
SPY × 		+17.75% +37.56%
+17.29%/yr 		+64.75%
+18.11%/yr 		+52.24%
+8.77%/yr 		+200.38%
+11.63%/yr
QQQ × 		+22.56% +50.25%
+22.58%/yr 		+84.01%
+22.54%/yr 		+66.92%
+10.79%/yr 		+381.99%
+17.03%/yr
PDI × 		−7.63% +5.50%
+2.71%/yr 		+16.76%
+5.30%/yr 		−9.02%
−1.87%/yr 		+35.17%
+3.06%/yr

Annual Returns

Year JEPI QQQI SPY QQQ PDI
2026 (YTD) +3.00% +8.99% +10.93% +15.62% −4.53%
2025 +5.28% +15.54% +14.65% +17.63% +8.18%
2024 +9.43% +17.09% +21.39% +22.06% +13.92%
2023 +6.27% — +22.09% +49.84% +8.37%
2022 −9.35% — −23.15% −36.67% −22.03%
2021 +13.54% — +20.27% +19.04% +0.72%
2020 +16.76% — +16.74% +46.63% −11.17%
2019 — — +28.29% +35.86% +19.50%
2018 — — −6.35% −2.00% +5.34%
2017 — — +19.19% +29.92% +16.14%
2016 — — +9.73% +4.92% +14.91%
2015 — — +0.50% +8.64% +1.78%
2014 — — +12.61% +18.29% +19.40%
2013 — — +30.35% +34.61% +10.04%
2012 — — +14.01% +16.10% +22.42%
2011 — — −1.04% +0.40% —
2010 — — +13.36% +18.14% —
2009 — — +23.01% +50.60% —
2008 — — −36.85% −41.78% —
2007 — — +1.01% +14.35% —
2006 — — +13.00% +4.51% —
2005 — — +1.35% −1.79% —
2004 — — +7.21% +7.04% —
2003 — — +25.82% +46.91% —
2002 — — −23.40% −38.82% —
2001 — — −13.10% −34.36% —
2000 — — −12.70% −38.21% —
1999 — — +17.24% +75.08% —
1998 — — +26.65% — —
1997 — — +31.24% — —
1996 — — +18.63% — —
1995 — — +34.61% — —
1994 — — −2.22% — —
1993 — — +6.22% — —